GUARDIAN WEALTH ADVISORS, LLC / NC 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0001901403 · RALEIGH, NC

As of Sep 30, 2025, GUARDIAN WEALTH ADVISORS, LLC / NC reported 357 positions worth .5B in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
APTUS COLLARED INVESTMENT OPPORTUNITY ETF	ACIO	—	4,368,135	89.7M	12.73%
APTUS DEFINED RISK ETF	DRSK	—	4,306,370	24.2M	8.33%
SCHWAB US LARGE-CAP ETF	SCHX	Equity	2,495,459	$65.7M	4.41%
ETF SER SOLUTIONS	OSCV	—	1,534,753	$58.7M	3.94%
VANGUARD 500 INDEX FUND	VOO	—	95,604	$58.5M	3.93%
CAPITAL GROUP DIVIDEND VALUE ETF	CGDV	—	1,185,694	$49.9M	3.35%
FT VEST LADDERED BUFFER ETF	BUFR	—	1,475,609	$49.3M	3.31%
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF	RDVY	—	604,002	$40.6M	2.73%
NVIDIA CORP	NVDA	Technology	201,288	$37.6M	2.52%
VANGUARD TAX-MANAGED FUNDS	VEA	—	541,165	$32.4M	2.18%
APPLE INC	AAPL	Technology	125,338	$31.9M	2.14%
FIRST TR EXCHANGE-TRADED FD	—	—	1,535,246	$31.3M	2.10%
FREEDOM 100 EMERGING MARKETS ETF	FRDM	—	626,905	$27.8M	1.86%
JPMORGAN CORE PLUS BOND ETF	JCPB	—	568,093	$27.0M	1.81%
GOLDMAN SACHS EQUAL WEIGHT US LARGE CAP EQUITY ETF	GSEW	—	303,482	$25.8M	1.73%
MICROSOFT CORP	MSFT	Technology	41,434	$21.5M	1.44%
ETF SER SOLUTIONS	ADME	—	399,500	$20.4M	1.37%
WISDOMTREE FLOATING RATE TREASURY FUND	USFR	—	378,411	9.0M	1.28%
ETF SER SOLUTIONS	DUBS	—	457,632	6.7M	1.12%
FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF	SDVY	—	438,812	6.7M	1.12%
ISHARES CORE S&P 500 ETF	IVV	—	24,478	6.4M	1.10%
APTUS ENHANCED YIELD ETF	JUCY	—	714,878	5.9M	1.07%
SPDR S&P 500 ETF TRUST	SPY	—	23,560	5.7M	1.05%
TESLA INC	TSLA	Consumer Cyclical	32,588	4.5M	0.97%
DOUBLELINE OPPORTUNISTIC CORE BOND ETF	DBND	—	300,463	4.0M	0.94%